Financial Advisors

Since inception, we’ve envisioned a partnership with you. Our goal was simple – offer a high-touch packaged solution in a low-cost, independent and conflict-free retirement plan platform. And that’s exactly what we did.
When we embarked to create our retirement platform, we found that many advisors were disillusioned by retirement products that advertised themselves as being simple, but were complex to implement and resource hogs to get started. So we set out to build a retirement solution that not only offered the full suite of innovative tools to make plan management easy, but a program that advisors could leverage with minimum impact to their current business.

Our Plug And Play Retirement Platform Gives you:

The simplicity of a bundled retirement solution in a low-cost and conflict-free retirement plan platform.

The ability to create a customized program the way you want it, so it works best for your business and brand.

The innovative tools and fiduciary support that make offering a retirement program easy and worry-free.

PCS is your trusted partner in providing a state-of-the-art recordkeeping platform, enabling you to deliver conflict-free, independent, and unbiased retirement plans to your clients. Our smart retirement solutions make it possible for you to offer your clients a retirement solution with the same investment expertise, customized service and selection that you provide to individual or non-qualified accounts. Click on one of the brochures below to learn more about the benefits of partnering with PCS.

Learn about PCS, The Nation’s Premier Retirement Plan Recordkeeper.

Discover how easy it is to build and grow your retirement business with PCS.

With industry-leading technology, learn why we’re called The Next Generation Retirement Program TM.

Discover why we were rated “Best in Class” for Excellent Customer Service by Plan Adviser Magazine.

PCS offers an array of plan types and arrangements, including:

401(k) Plans

Profit Sharing Arrangements

Omnibus Arrangements

403(b)

Non-Qualified Retirement Plans

Solo(k) Plans

457(b) Plans

AdvisorPlan

Interested in a packaged conflict-free solution that makes your job easier? Then we’d like to introduce you to our AdvisorPlan Program.

AdvisorPlan allows you to offer your current and prospective clients a truly independent retirement solution that mirrors the investment philosophy of your existing business. Our primary goal in creating the AdvisorPlan Program was to help financial advisors add qualified and non-qualified plans to their practice without re-creating the wheel or having to build it from scratch. AdvisorPlan is a turn-key solution you can plug directly into your practice and begin using today.

About PCS

PCS was founded in 2001 by tax and ERISA attorneys who saw the need for a conflict-free, full fee disclosure, no hidden agenda retirement solution. From day one PCS had a vision of complete transparency, which has allowed us to be an industry leader in the retirement plan industry. PCS combines state-of-the-art technology with an experienced and dedicated team of retirement plan professionals to deliver the most complete and highest quality retirement plans available. Our focus on the client’s needs has built the strong foundation that keeps PCS growing today.